Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTEC 3.26%
2 CLOU 2.98%
3 IPO 1.79%
4 INVN 1.52%
5 HAPY 1.46%
6 INNO 1.35%
7 NBDS 1.29%
8 WCLD 1.28%
9 FRTY 1.22%
10 PLAT 1.14%
11 CGMM 1.03%
12 NTZG 0.99%
13 PJFM 0.97%
14 XITK 0.82%
15 GTEK 0.80%
16 XSW 0.79%
17 AIEQ 0.74%
18 LSEQ 0.71%
19 QMID 0.71%
20 SMLL 0.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 ICONIQ Capital, LLC 14.62M (10.77%) -6.00M
Decreased by -41.04%
Dec 31, 25
2 Vanguard Group Inc 13.16M (9.70%) 804.92K
Increased by +6.12%
Dec 31, 25
3 Morgan Stanley - Brokerage Accounts 9.82M (7.24%) -240.81K
Decreased by -2.45%
Dec 31, 25
4 AllianceBernstein L.P. 7.31M (5.39%) 1.20M
Increased by +16.45%
Dec 31, 25
5 BlackRock Inc 6.83M (5.03%) 107.23K
Increased by +1.57%
Dec 31, 25
6 JPMorgan Chase & Co 4.83M (3.56%) 4.44M
Increased by +92.03%
Mar 31, 26
7 Capital World Investors 4.52M (3.33%) 1.40M
Increased by +31.00%
Mar 31, 26
8 UBS Group AG 4.10M (3.02%) 3.66M
Increased by +89.37%
Mar 31, 26
9 Wellington Management Company LLP 3.54M (2.61%) 137.17K
Increased by +3.88%
Dec 31, 25
10 Principal Financial Group Inc 3.36M (2.47%) -71.46K
Decreased by -2.13%
Mar 31, 26
11 NORGES BANK 3.33M (2.45%) 2.35M
Increased by +70.48%
Jun 30, 24
12 HHG PLC 3.26M (2.41%) 71.40K
Increased by +2.19%
Jun 30, 25
13 Wasatch Advisors LP 2.96M (2.18%) -1.28M
Decreased by -43.24%
Mar 31, 26
14 Fidelity International Ltd 2.73M (2.01%) 0.00
Increased by 0.00%
Dec 31, 25
15 Meritage Group LP 2.68M (1.97%) 8.82K
Increased by +0.33%
Mar 31, 26
16 Tiger Technology Management LLC 2.34M (1.72%) 0.00
Increased by 0.00%
Dec 31, 25
17 XN LP 2.32M (1.71%) 11.48K
Increased by +0.49%
Dec 31, 25
18 T. Rowe Price Associates, Inc. 2.26M (1.67%) 210.69K
Increased by +9.31%
Dec 31, 25
19 Assenagon Asset Management SA 2.25M (1.66%) -1.15M
Decreased by -51.18%
Mar 31, 26
20 Goldman Sachs Group Inc 2.25M (1.66%) 1.23M
Increased by +54.80%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.82M (2.81%) -109.44K
Decreased by -2.86%
Mar 31, 26
2 AllianceBernstein US L/C Growth Eqty MF 3.28M (2.42%) 518.20K
Increased by +15.78%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 3.25M (2.40%) 2.46K
Increased by +0.08%
Sep 30, 24
4 Vanguard Small Cap Index 2.77M (2.04%) -55.49K
Decreased by -2.00%
Mar 31, 26
5 American Funds Fundamental Invs A 2.60M (1.92%) 300.00K
Increased by +11.54%
Mar 31, 26
6 Capital Group Fundamental Invtrs Comp 2.60M (1.92%) 300.00K
Increased by +11.54%
Mar 31, 26
7 Principal Aligned MidCap Equity 2.48M (1.82%) 0.00
Increased by 0.00%
Mar 31, 26
8 Principal MidCap R5 2.48M (1.82%) 0.00
Increased by 0.00%
Mar 31, 26
9 Fidelity Global Technology A-Dis-EUR 2.47M (1.82%) -8.00K
Decreased by -0.32%
Mar 31, 26
10 Franklin US Small-Mid Cap Growth Equity 2.33M (1.72%) 1.82M
Increased by +78.01%
Mar 31, 25
11 Vanguard Information Technology ETF 2.14M (1.58%) -2.26K
Decreased by -0.11%
Mar 31, 26
12 AB Large Cap Growth A 2.04M (1.51%) 193.98K
Increased by +9.49%
Mar 31, 26
13 T. Rowe Price Mid-Cap Value 1.94M (1.43%) 276.70K
Increased by +14.23%
Mar 31, 26
14 T. Rowe Price US Mid-Cap Value Equity 1.94M (1.43%) 1.94M
Increased by +100.00%
Mar 31, 26
15 Vanguard Explorer Inv 1.91M (1.41%) 286.08K
Increased by +15.00%
Mar 31, 26
16 American Funds New Economy A 1.84M (1.35%) 539.63K
Increased by +29.40%
Jun 30, 25
17 Capital Group New Economy Comp 1.84M (1.35%) 539.63K
Increased by +29.40%
Jun 30, 25
18 HIL Fidelity Global Technology USD 1.65M (1.22%) -314.51K
Decreased by -19.07%
Feb 28, 25
19 Wasatch Core Growth 1.64M (1.20%) -520.59K
Decreased by -31.83%
Dec 31, 25
20 Vanguard Small Cap Growth Index Inv 1.55M (1.14%) -17.05K
Decreased by -1.10%
Mar 31, 26